LPL Financial Recruits Former Northwestern Mutual Advisors
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors John Patterson, Steve Owings, Joe Patterson and McKee Nunnally to its broker-dealer, hybrid registered investment advisor, and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors John Patterson, Steve Owings, Joe Patterson and McKee Nunnally to its broker-dealer, hybrid registered investment advisor, and custodial platforms.
The former Northwestern Mutual advisors serve approximately $420 million in advisory, brokerage and retirement plan assets and aligned with Bleakley Financial Group, an existing LPL firm.
The team provides planning-focused wealth management services to executives and business owners and specialize in legacy and philanthropic planning for ultra-affluent families across the country. The advisors will establish a new Bleakley office in Atlanta.
Owings said the team’s goal has always been to engage with and help clients in whatever manner is best for them. “As our practice has evolved, so have the needs of our clients. Ultimately, we are confident that this transition will enable us to improve our ability to serve our clients and offer greater customization for the unique needs of every family we support,” he said.
LPL Financial provides service to approximately $958 billion in brokerage and advisory assets as of March 31, 2021. The company supports more than 17,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.
